Baird Digest: Winter 2025

Michael Braun

December 09, 2025

Winter 2025

Digest offers timely market and economic commentary from Strategas as well as planning perspectives from Baird’s in-house experts. Our current edition includes:

Planning Beyond the Tax Cuts and Jobs Act

Letter from Leadership

Uncertainty over when the TCJA gets extended - and what that extension might look like - is a reminder of the importance of financial flexibility.

Read the full Letter from Leadership

Four Economic Trends To Watch For in 2025
The macroeconomic experts at Strategas, a Baird Company, share four potential market movers in 2025.

Choosing the Right Trustee for Your Legacy
When deciding who should administer your trust, here are some of the qualities you should look for.

A New Market and Policy Environment
Strategas provides their outlook for the markets: what could go right, key risks and expectations for a new administration.

Focusing Your Energy on What You Can Control
Baird’s Wealth Planning experts discuss key developments for 2025 and how to set yourself up for success.

From Allowances to Income: Teaching Kids Fiscal Fitness
We all want our kids to grow into financially responsible adults. Here are tips on instilling smart financial habits while they’re young.

Read the Full Issue

Please feel free to reach out to our office if you would like to discuss the implications of these insights for your future.